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Raymond James Wealth Management Ltd — Investor Relations & Filings

Ticker · RJF ISIN · US7547301090 LEI · RGUZHJ05YTITL6D76949 IL Financial and insurance activities
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Filings indexed 2,590 across all filing types
Latest filing 2026-04-08 Major Shareholding Noti…
Country US United States of America
Listing IL RJF

About Raymond James Wealth Management Ltd

https://www.raymondjames.com/

Raymond James Wealth Management Ltd is a financial services firm specializing in wealth management. It provides tailored investment services, sophisticated strategies, and long-term financial planning for individuals, families, and institutions. The company's offerings include asset management, private wealth services, and access to a comprehensive suite of financial products. A key aspect of its business model involves supporting entrepreneurial investment managers and investment-focused financial planners. The firm operates on a client-centric philosophy, emphasizing trusted advice and personalized solutions to address complex financial goals.

Recent filings

Filing Released Lang Actions
Form 8.3 - LondonMetric PLC (RJWM Amendment)
Major Shareholding Notification Classification · 91% confidence The document is an RNS Form 8.3 “Public Opening Position Disclosure/Dealing Disclosure by a Person with Interests in Relevant Securities Representing 1% or More” under the UK Takeover Code. It reports shareholdings and dealings crossing the 1% threshold for Raymond James Wealth Management Ltd acting on behalf of discretionary clients. This is a major shareholding notification rather than a director’s trade or a general regulatory filing. Therefore the correct category is Major Shareholding Notification (Code: MRQ).
2026-04-08 English
Form 8.3 LondonMetric PLC (RJWM)
Major Shareholding Notification Classification · 92% confidence The document is an RNS Form 8.3 “Public Opening Position Disclosure/Dealing Disclosure by a Person with Interests in Relevant Securities Representing 1% or More” under Rule 8.3 of the UK Takeover Code. It reports significant shareholdings (over 1%) and associated transactions by an institutional investor on behalf of clients. This matches the definition of a Major Shareholding Notification (MRQ) rather than director dealing, capital updates, or general regulatory filings.
2026-04-08 English
Form 8.3 - LondonMetric Property PLC 020426 (RJFI)
Major Shareholding Notification Classification · 95% confidence The document is an RNS Form 8.3 “Public Opening Position Disclosure/Dealing Disclosure” under Rule 8.3 of the UK Takeover Code. It details share interests and dealings by Raymond James Financial on behalf of clients, disclosing holdings above the 1% threshold. This is not a director’s insider transaction but a public major shareholding notification. Therefore it maps to Major Shareholding Notification (MRQ).
2026-04-02 English
Form 8.3 - LondonMetric Property PLC 020426 (RJWM)
Major Shareholding Notification Classification · 92% confidence The document is a UK RNS release of a Form 8.3 opening position and dealing disclosure under Rule 8.3 of the Takeover Code. It is not a director’s personal trade, but a threshold-level shareholding disclosure by a fund manager when interests exceed 1%. This matches the Major Shareholding Notification category, which covers notifications of changes in significant share ownership levels. Therefore, the appropriate classification is MRQ.
2026-04-02 English
Form 8.3 - Augmentum Fintech PLC 020426 (RJWM)
Major Shareholding Notification Classification · 85% confidence The document is an RNS Form 8.3 “Public Opening Position Disclosure/Dealing Disclosure” filed under Rule 8.3 of the UK Takeover Code. It details a person with interests in relevant securities representing 1% or more, disclosing both their opening position and a sale of shares in Augmentum Fintech PLC. This is a statutory notification of a significant shareholding and related dealings. It is not a director’s insider trade (DIRS) nor a share buyback (POS), but rather a major shareholding notification under RNS. Therefore, the correct classification is MRQ.
2026-04-02 English
Form 8.3 - LondonMetric Property 010426 (RJWM)
Major Shareholding Notification Classification · 85% confidence The document is a UK RNS Form 8.3 “Public Opening Position Disclosure/Dealing Disclosure” under Rule 8.3 of the Takeover Code, disclosing a ≥1% shareholding in LondonMetric Property plc and Schroder REIT. This is a regulatory announcement of a major shareholding change crossing the 1% threshold, matching our “Major Shareholding Notification” category.
2026-04-01 English

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